Civic Intelligence

Sophia and William Casey Foundation

EIN 51-0153218 • Melville, NY

Pub. 78 Eligible
Grant Thornton 445 Broadhollow RdMelville, NY 11747
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

95th percentile

78%

Faster asset growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1517%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$9,727,172

Up $4,269,116 (+78%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,727,172

Up $4,269,116 (+78%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

Up

$4,851,394

Up $4,551,404 (+1517%) from 2023

Expenses

Down

$582,278

Down $356,438 (-38%) from 2023

Net Income

Up

$4,269,116

Up $4,907,842 (+768%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $6,383,917Liabilities 2010: $0Net Assets 2010: $6,383,9172010Assets 2011: $6,519,289Liabilities 2011: $02011Assets 2012: $7,408,361Liabilities 2012: $0Net Assets 2012: $7,392,4602012Assets 2013: $8,411,506Liabilities 2013: $0Net Assets 2013: $8,411,5062013Assets 2014: $8,927,231Liabilities 2014: $0Net Assets 2014: $8,927,2312014Assets 2015: $8,451,798Liabilities 2015: $0Net Assets 2015: $8,451,7982015Assets 2016: $8,023,303Liabilities 2016: $0Net Assets 2016: $8,023,3032016Assets 2017: $8,911,526Liabilities 2017: $0Net Assets 2017: $8,911,5262017Assets 2018: $8,469,864Liabilities 2018: $0Net Assets 2018: $8,469,8642018Assets 2019: $9,388,281Liabilities 2019: $0Net Assets 2019: $9,388,2812019Assets 2020: $10,421,579Liabilities 2020: $0Net Assets 2020: $10,421,5792020Assets 2021: $5,266,551Liabilities 2021: $0Net Assets 2021: $5,266,5512021Assets 2022: $6,096,776Liabilities 2022: $0Net Assets 2022: $6,096,7762022Assets 2023: $5,458,056Liabilities 2023: $0Net Assets 2023: $5,458,0562023Assets 2024: $9,727,172Liabilities 2024: $0Net Assets 2024: $9,727,1722024

Latest loaded filing

2024

Assets$9,727,172
Liabilities$0
Net Assets$9,727,172
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $453,9442010Revenue 2011: $50,917Expenses 2011: $361,228Net Income 2011: -$310,3112011Expenses 2012: $221,3652012Expenses 2013: $464,3592013Revenue 2014: $830,349Expenses 2014: $566,711Net Income 2014: $263,6382014Revenue 2015: $1,394,221Expenses 2015: $407,870Net Income 2015: $986,3512015Revenue 2016: $276,575Expenses 2016: $574,771Net Income 2016: -$298,1962016Revenue 2017: $411,271Expenses 2017: $645,606Net Income 2017: -$234,3352017Revenue 2018: $557,542Expenses 2018: $407,791Net Income 2018: $149,7512018Revenue 2019: $610,959Expenses 2019: $591,997Net Income 2019: $18,9622019Revenue 2020: $403,652Expenses 2020: $667,630Net Income 2020: -$263,9782020Revenue 2021: $148,841Expenses 2021: $738,988Net Income 2021: -$590,1472021Revenue 2022: $1,510,600Expenses 2022: $716,161Net Income 2022: $794,4392022Revenue 2023: $299,990Expenses 2023: $938,716Net Income 2023: -$638,7262023Revenue 2024: $4,851,394Expenses 2024: $582,278Net Income 2024: $4,269,1162024

Latest loaded filing

2024

Revenue$4,851,394
Expenses$582,278
Net Income$4,269,116
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$4.85$0.58$4.27
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.30$0.94$0.64
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$1.51$0.72$0.79
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.15$0.74$0.59
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.40$0.67$0.26
2019Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.61$0.59$0.02
2018Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.56$0.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.41$0.65$0.23
2016Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.28$0.57$0.30
2015Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$1.39$0.41$0.99
2014Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.83$0.57$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.46
2012Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.39$0.22
2011Summary only. Only limited summary data is available for this year.$6.52$0.00$0.05$0.36$0.31
2010Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Apr 10, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNADETTE CASEY-SMITHPresident-$0--
MARY NOEL ZGURZYNSKISecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTOMORROW'S HOPE FOUNDATION INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCROCKVILLE CENTRE, NY, US$315,000
Paid GrantCHRISTENDOM COLLEGEGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCFRONT ROYAL, VA, US$100,000
Paid GrantYOUNG AMERICA'S FOUNDATIONGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCRESTON, VA, US$75,000
Paid GrantST MARY'S CHURCHGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCROSLYN, NY, US$50,000
Paid GrantCLARE BOOTHE LUCE CENTER FOR CONSERVATIVE WOMENGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCHERNDON, VA, US$25,000
Paid GrantIRISH EDUCATIONAL DEVELOPMENT FOUNDATIONGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCBRONX, NY, US$25,000
Paid GrantBOYS & GIRLS CLUB OF OYSTER BAY - EAST NORWICHGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCOYSTER BAY, NY, US$20,000
Paid GrantCOLD SPRING HARBOR LABORATORYGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCOLD SPRING HARBOR, NY, US$15,000
Paid GrantGLENWOOD HOOK & LADDER ENGINE & HOSE COMPANY INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCGLENWOOD LANDING, NY, US$10,000
Paid GrantPERSECUTION PROJECT FOUNDATIONGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCULPEPER, VA, US$10,000
Paid GrantST JUDE CHILDREN'S HOSPITALGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCMEMPHIS, TN, US$10,000
Paid GrantTHE REDEMPTORISTSGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCBALTIMORE, MD, US$10,000
Paid GrantWOUNDED WARRIOR PROJECT INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCJACKSONVILLE, FL, US$10,000
Paid GrantOPERATION SMILE INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCVIRGINIA BEACH, VA, US$6,000
Paid GrantCATHOLIC DISTANCE UNIVERSITY INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCHARLES TOWN, WV, US$5,000
Paid GrantCATHOLIC RELIEF SERVICESGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCBALTIMORE, MD, US$5,000
Paid GrantHEIFER PROJECT INTERNATIONALGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCLITTLE ROCK, AR, US$5,000
Paid GrantJUDICIAL WATCH INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCWASHINGTON, DC, US$5,000
Paid GrantST FRANCIS HOSPITALGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCROSLYN, NY, US$5,000
Paid GrantTHE HERITAGE FOUNDATIONGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCWASHINGTON, DC, US$5,000
Paid GrantTHE INTERFAITH NUTRITION NETWORK INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCHEMPSTEAD, NY, US$5,000
Paid GrantST BONAVENTURE INDIAN MISSION & SCHOOLGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCTHOREAU, NM, US$3,500
Paid GrantFEEDING AMERICAGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCHICAGO, IL, US$2,500
Paid GrantRED CLOUD INDIAN SCHOOLGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCPINE RIDGE, SD, US$2,500
Paid GrantINTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWSGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCHICAGO, IL, US$2,000
Paid GrantCHRISTIAN APPALACHIAN PROJECT INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCPAINTSVILLE, KY, US$1,000
Paid GrantEDMUNDITE MISSIONSGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCSELMA, AL, US$1,000
Paid GrantFRANCISCAN FRIARS OF THE ATONEMENTGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCGARRISON, NY, US$1,000
Paid GrantSALESIAN MISSIONS INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCNEW ROCHELLE, NY, US$1,000
Paid GrantSTUDENTS FOR LIFE OF AMERICA INCGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCFREDERICKSBURG, VA, US$1,000
Paid GrantAMERICAN LUNG ASSOCIATIONGENERAL SUPPORT OF TAX-EXEMPT MISSIONPCCHICAGO, IL, US$500
Filing and Contact Details

Filer

Filer Name
Sophia and William Casey Foundation
EIN
51-0153218
Phone
6312496001
Address
GRANT THORNTON 445 BROADHOLLOW RD, MELVILLE, NY 11747

Signing Officer

Name
Bernadette Casey-smith
Title
President
Phone
6312496001
Signed
2026-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
757 THIRD AVENUE 9TH FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Raw XML AppendixShowing 400 of 611 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt24N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt27N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt28N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt29N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt30N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 W WACKER DRIVE STE 1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 PINE HOLLOW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 S GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3228 WEST LEXINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4134 CHRISTENDOM DRIVE

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